EWM
FLEX icon

Executive Wealth Management’s Flex FLEX Stock Holding History

Executive Wealth Management’s Portfolio FLEX Stock Details FLEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-398
Closed -$3K – 361
2019
Q2 		$3K Hold
398
– – ﹤0.01% 768
2019
Q1 		$3K Buy
+398
New +$2.85K ﹤0.01% 699

Other funds holding FLEX

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Executive Wealth Management's FLEX Position: Q3 2019 in Review

Executive Wealth Management sold out of Flex (FLEX) in Q3 2019, closing a stake of 398 shares — an estimated $3K sold.

Executive Wealth Management first reported a position in FLEX in Q1 2019 and held it in 2 quarters. The position peaked at $3K in Q2 2019. 307 funds tracked by Wall St. Rank hold FLEX as of Q3 2019.

  • Executive Wealth Management reported no remaining Flex position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 398 Flex shares in Q3 2019, an estimated $3K.
  • Executive Wealth Management first reported a position in Flex in Q1 2019 and held it in 2 quarters.
  • Executive Wealth Management's Flex position peaked at $3K in Q2 2019.
  • 307 funds tracked by Wall St. Rank held Flex as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.